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W.R. Berkley

906 hedge funds and large institutions have $18.6B invested in W.R. Berkley in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 346 increasing their positions, 332 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.6M
Puts
$6.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
751
Harbor Investment Advisory
Maryland
$99.2K
CFD
752
Creative Financial Designs
Indiana
$98.9K
CVM
753
Cheviot Value Management
California
$95.4K
FFO
754
Fortitude Family Office
Arizona
$94.6K
BIG
755
Brooklyn Investment Group
New York
$93.5K
WBC
756
Westpac Banking Corp
Australia
$92.4K
CA
757
Clearstead Advisors
Ohio
$91.8K
WTC
758
WhitTier Trust Company
Nevada
$89.9K
PW
759
Pandora Wealth
Illinois
$85.7K
MWM
760
Mascoma Wealth Management
New Hampshire
$82.7K
NS
761
NBC Securities
Alabama
$82K
EWM
762
Evermay Wealth Management
Virginia
$81.6K
GRP
763
Global Retirement Partners
California
$81.3K
CAL
764
Capital Advisors Ltd
Ohio
$78K
CWM
765
Crowley Wealth Management
Delaware
$74.4K
DSC
766
Duncker Streett & Co
Missouri
$74.4K
CA
767
CoreCap Advisors
Michigan
$73K
MCM
768
MAI Capital Management
Ohio
$72.5K
MCM
769
Manchester Capital Management
Vermont
$68.6K
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$66.8K
MAS
771
MPWM Advisory Solutions
Georgia
$66.1K
CH
772
Cromwell Holdings
Wyoming
$66K
MSE
773
MUFG Securities EMEA
United Kingdom
$65K
FHA
774
First Horizon Advisors
Tennessee
$64.6K
SVWA
775
Sarver Vrooman Wealth Advisors
Missouri
$63.5K